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About Quadrexx
Firm Description
Quadrexx Asset Management Inc. is an investment counseling/portfolio firm with more than sixty years of combined industry experience that serves the needs of medium to high net worth individuals.
We are strongly committed to professionalism, creativity, and integrity. Working closely with you, we will help identify your unique goals, risk and return requirements. We will then facilitate the construction of a carefully selected portfolio of appropriate investment products. As an integral part of the portfolio construction process, we look closely at the various asset classes in the portfolio, and their effect on total portfolio risk.
We have a wide depth of experience and training within our team of investment professionals. Our group includes three Chartered Financial Analysts (Charterholders), of whom one individual is registered as Investment Counsel / Portfolio Manager (ICPM). Our group is also strengthened by one Certified Management Accountant (CMA), one Certified Financial Planner (CFP), and one professional with the Certified General Accountant (CGA) designation. We function as a team, with each of us using our strengths to serve you, our client; we welcome the opportunity to apply our philosophy to your investment portfolio.
Investment Philosophy
We provide high net worth clients with access to a variety of financial instruments, including individual stocks and bonds, options, exchange-traded funds (ETFs), index funds, and hedge funds.
Should you wish to invest in individual stocks, we can accommodate your needs by helping you build a well-diversified portfolio using between 11 and 30 companies from a variety of industries. However, for those investors who desire a more passive approach, we believe that exchange-traded and index funds can be effectively used to access a variety of investment opportunities. Exchange-traded and index funds offer investors the ability to gain broadly based exposure to equity and fixed income markets with minimal cost while achieving high levels of diversification.
As experienced investment professionals, we very much believe that a client's portfolio should be able to include exposure to both traditional and non-traditional asset classes, if the client so wishes. Because the returns from non-traditional assets such as hedge funds and shorted securities have a low level of correlation with their traditional counterparts, they could significantly reduce the variability inherent in a "long-only" portfolio. As a result, investors who choose to allow non-traditional approaches in their portfolios are potentially able to achieve a better risk-adjusted rate of return.
Our People
Miklos Nagy
CFA, CFP
President and CEO
Miklos Nagy is President, Director, co-founder, CEO and Chief Investment Officer of Quadrexx Asset Management Inc.
Miklos Nagy is also Chairman, co-founder and Director of Canadian Hedge Watch Inc., a Toronto based publishing and educational firm focusing on the Canadian hedge fund industry.
Mr. Nagy is a well known authority on alternative investments and hedge funds in Canada. He is the co-author of Canada's first hedge fund book, "Hedge Funds for Canadians", published by John Wiley and Sons in May 2003. Second, updated edition of this book was published in July, 2005.
He has been featured extensively on national television and newspapers about hedge funds. He has also been invited as a speaker to numerous financial seminars and conferences for several organizations.
Mr. Nagy has 22 years of financial industry experience in Canada including Senior Partner at a medium sized financial planning firm and Credit Analyst at Credit Suisse Canada in Toronto.
Mr. Nagy studied Math and Computer Science in Hungary, and graduated with a B.Sc.(Hons.) degree from the University of Toronto in Economics and Statistics and holds the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) professional designations.
Mr. Nagy is Chair of CIFPs (Canadian Institute of Financial Planners Association), a member of CFA Institute, the Toronto CFA Society and a founding member of the Hungarian Society of Investment Professionals, Budapest.
Jeff Parent
Head of Wealth Management, Associate Portfolio Manager and Officer of Quadrexx
Mr. Parent has been providing wealth management services to his high net worth clients since 1992.
From many years of experience and training, he has become proficient in portfolio management techniques and has a broad knowledge of estate and tax planning. This enables Jeff to provide appropriate and timely advice to his clients ensuring they meet their varying financial goals.
In his associate portfolio management role, he applies a strong price discipline to help ensure risk is controlled without reducing potential returns. His specialty is technical analysis with a focus on quantitative methods. Jeff uses his unique form of analysis to identify trends and turning points in the markets and individual stocks.
He has appeared on Business News Network, is a recognized author, public speaker and educator. He has been quoted by the national media in Canada and the US.
Jeff has a degree in Engineering (Electrical) and is a Fellow of the Canadian Securities Institute. He is the past president of the Canadian Society of Technical Analysts and an associate member of the Market Technicians Association.
Mark Wainberg
Head of Private Equity /Limited Partnership Offerings
Mark Wainberg heads the Private Equity / Limited Partnership offerings at Quadrexx.
Mark is also an Officer of Quadrexx. Mr. Wainberg's main responsibility at Quadrexx is "conceiving" and structuring Limited Partnership products as well as marketing these products through financial advisors.
The Limited Partnership division of Quadrexx was formed in June, 2007. Quadrexx's first private equity LP product the HFI LP of $5MM was successfully structured and sold within 5 month from start to finish.
Mark is an entrepreneur with approximately 30 years experience in the financial services sector including executive and senior management positions in operating Lines of Business and Technology development. He is also a founding partner and Director of Solidifi Inc., a mortgage appraisal technology firm providing services through the largest distribution of independent appraisers in Canada.
Mr. Wainberg is President of M. Wainberg Consulting Inc.; a Toronto based consulting firm specializing in the financial services sector, and has provided services to many of Canada's leading technology companies in the financial services marketplace.
Mr. Wainberg has served as an executive officer of the Bank of Montreal, Cebra division as Managing Director Insurance Services, and Vice President New Business Development and Strategic Alliances. Mark's experience includes a number of years in the Property and Casualty industry in claims, underwriting, branch operations and technology services as a Vice President. He has served on various boards including epost and Solidifi and Basis 100 as an advisor.
Mr. Wainberg is a Fellow, Chartered Insurance Professional (FCIP) and has been involved with and studied alternative investments including private equity and hedge funds since 1988.
Tony C. Sanfelice
CMA, CGA
Senior Vice President and CCO
Mr. Sanfelice is also the President and CEO of Canadian Hedge Watch Inc. which provides information, reporting, data and education to the hedge fund industry in Canada. Radius Financial Education, a division of Canadian Hedge Watch Inc. provides education and conferences to the broader financial services sector in Canada.
Mr. Sanfelice has made numerous appearances in the national media to comment on both the Canadian and global hedge fund scene including the National Post’s monthly hedge fund column and BNN TV’s monthly hedge fund report.
He holds both the Certified Management Accountant (CMA) and the Certified General Accountant (CGA) professional accounting designations.